The Stellar ITS Brochure
15th May 2025
Our Asset-backed Philosophy
Our Asset-backed Philosophy authored by Jonathan Gain, CEO
13th May 2025
The Stellar ITS Q4 2024 Performance Factsheet
The Stellar ITS generated a return of 4.1% in 2024, in line with target expectations.
13th May 2025
Using ITS to establish a Discretionary Trust
Learn how Helen optimised her estate planning strategy to minimise inheritance tax liabilities using The Stellar ITS.
13th May 2025
The Stellar ITS Brochure
The Stellar ITS is a discretionary managed service which is designed for investors who wish to leave a legacy that is free from inheritance tax.
13th May 2025
The Stellar ITS Advised Application Form
13th May 2025
The Stellar ITS – Trust Application Form
13th May 2025
The Stellar ITS Suitability Questionnaire
13th May 2025
Consumer Duty Service Guide for distributors – The Stellar ITS
This guide is designed to provide all the appropriate information to IFAs to enable them to comply with their obligations within the scope of Consumer Duty.
13th May 2025